The Expectation vs. Reality of Tax Planning Advice
In the Cerulli Report (U.S. Managed Accounts, October 2021), a powerful truth was revealed:
📊 89% of clients expect their financial advisor to provide tax planning advice
❌ But only 25% are actually receiving it.
That’s a massive gap—and just like in London’s famous Underground, it’s one that has to be taken seriously.
We all know taxes are often an investor’s largest single expense. If your advisor isn’t discussing or actively working to reduce your taxes, they may be overlooking one of the biggest levers available to build and protect your wealth.
At Watts Advisors, we take a proactive, forward-thinking approach. Through personalized tax strategies and our virtual family office network, we help clients close the gap between what they expect—and what they actually receive.
👉 If you’re not currently getting tax planning advice from your advisor, let’s talk.
We’d love to have a conversation about how we can help.
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Mind the Gap
